See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $64,609 |
FIRST NATIONAL TRUST COMPANY8+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $30,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,370 | $65,061-16.4% | $143,757-62.2% | $66,914-18.7% |
| Participation rate | 54.5% | 65.2%-10.7pp | 80.3%-25.8pp | 69.8%-15.3pp |
| Annual return | -17.09% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,753 | $2,361-25.7% | $4,951-64.6% | $2,544-31.1% |
| Participant deferral / active EE | $3,656 | $2,919+25.3% | $5,637-35.1% | $4,237-13.7% |
| Admin fee / account holder | $627 | $502+24.8% | $14,673-95.7% | $593+5.6% |